Aeroflex Enterprises Ltd · NSE:AEROENTER

Aeroflex Enterprises — Q4 FY26 Earnings Presentation

21 slides from Aeroflex Enterprises's earnings presentation, May 13, 2026

  1. Slide 1: Exchange filing cover letter

    AEL/BSE/NSE/2026-27 May 13, 2026 To, To, The General Manager, The Listing Department. Department of Corporate Services, National Stock Exchange of India Limited BSE Limited, Exchange Plaza, C-1, Block G P.J. Towers, Dalal Street, Bandra Kurla Complex Mumbai – 400 001 Bandra (E), Mumbai – 400 051 Com

  2. Slide 2: Business Updates – Q4 & FY26

    Aeroflex Enterprises Limited (Formerly Sat Industries Limited) Business Updates – Q4 & FY26 NSE: AEROENTER | BSE: 511076

  3. Slide 3: Safe Harbor

    Safe Harbor This presentation and the accompanying slides (the "Presentation"), which have been prepared by Aeroflex Enterprises Limited ("AEL") (Formerly Sat Industries Limited) have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purch

  4. Slide 4: 5 Year Consolidated Financial Highlights

    5 Year Consolidated Financial Highlights 29% 42% 55% 55% Total Income CAGR Operating EBITDA CAGR PAT CAGR PBT CAGR Particulars FY26 FY25 FY24 FY23 FY22 FY21 5yr CAGR Total Income 726.10 606.09 778.42 481.78 351.48 205.10 29% Operating EBITDA* 149.81 129.95 94.71 70.37 63.45 26.16 42% EBITDA 149.81 1

  5. Slide 5: Financial Highlights

    Financial Highlights FY26 — Consolidated FY26 — Standalone ₹726.10 Cr ₹149.81 Cr ₹85.33 Cr ₹20.11 Cr ₹11.98 Cr ₹11.03 Cr EBITDA | 20.63% Margin | +15.28% EBITDA | 59.60% Margin | -27.75% Total Income | +19.80% YoY PAT | 11.75% Margin | +5.70% YoY Total Income | -8.28% YoY PAT | 54.84% Margin | +7.43

  6. Slide 6: Management Comments

    Management Comments Commenting on the performance of Q4 & FY26 ended 31st March 2026 — Mr. Harikant Turgalia, Whole-time Director, highlighted the company's key achievements: Aeroflex Enterprises - Strong Q4 & FY26 Performance Aeroflex Industries - Liquid Cooling Entry FY26 marked Aeroflex Industrie

  7. Slide 7: Divestment in MRO - The AEL Playbook

    Divestment in MRO - The AEL Playbook ₹227.42 Cr* Deal Value - 68% stake sold to Ingersoll-Rand Industrial US, Inc. | 30 Apr 2026 ~3x ~21 ~107% Multiple Months XIRR *subject to customary closing conditions Aeroflex Enterprises Limited (AEL) Corporate Structure — MRO Group MRO's Journey with AEL MRO's

  8. Slide 8: A dynamic & diversified incubator

    A dynamic & diversified incubator Investments Knowledge based Fintech & Lending Global Commerce Innovative Packaging Engineering Services engineering 55.50% 68% 2 100% 100% 65.47% 1 Aeroflex Neu M.R. Organisation Aeroflex Finance Italica Global FZC Aeroflex Industries Strategic Initiatives (formerly

  9. Slide 9: About AEL – United in vision, diversified in action

    About AEL – United in vision, diversified in action AEL is a dynamic and diversified business group & incubator that With offices strategically located at international business strategically curates a portfolio of businesses and investments across hubs like USA, UK, Belgium, Portugal & UAE, AEL has

  10. Slide 10: Consolidated Income Statement for Q4 & FY26

    Consolidated Income Statement for Q4 & FY26 INR Cr. Quarterly Y-o-Y Performance Q-o-Q Performance Full Year Performance Particulars Q4 FY26 Q4 FY25 YoY (%) Q3 FY26 QoQ (%) FY26 FY25 YoY (%) Revenue from Operations 199.58 160.83 191.42 697.83 578.54 Other Income 7.66 5.76 5.01 28.27 27.55 Total Incom

  11. Slide 11: Consolidated Balance Sheet

    Consolidated Balance Sheet INR Cr. Particulars 31st March 2026 31st March 2025 Particulars 31st March 2026 31st March 2025 Non-Current Assets Equity & Liabilities PPE 267.67 230.30 Equity 23.10 9.84 Equity Share Capital 22.62 22.62 Capital WIP Other Equity 804.16 678.10 Right of Assets 13.58 2.04 No

  12. Slide 12: Consolidated Cash Flow as on 31st March 2026

    Consolidated Cash Flow as on 31st March 2026 INR Cr. Particulars March - 2026 March - 2025 Net Profit Before Tax 110.64 108.97 Adjustments for: Non-Cash Items / Other Investment or Financial Items 37.60 6.13 Operating profit before working capital changes 148.24 115.10 Changes in working capital (10

  13. Slide 13: Standalone Income Statement for Q4 & FY26

    Standalone Income Statement for Q4 & FY26 INR Cr. Quarterly Y-o-Y Performance Q-o-Q Performance Full Year Performance Particulars Q4 FY26 Q4 FY25 YoY (%) Q3 FY26 QoQ (%) FY26 FY25 YoY (%) Revenue from Operations 2.06 0.99 1.73 8.46 4.28 Other Income 3.75 2.95 0.77 11.65 17.64 Total Income 5.81 3.94

  14. Slide 14: Knowledge based Engineering – Aeroflex Industries Limited

    Knowledge based Engineering – Aeroflex Industries Limited 3,274 441.94 Cr. Knowledge based Engineering No. of Global Customers FY26 Customized Introducing Aeroflex Industries, a pivotal business within the AEL’s portfolio, and SKU’s Accreditations Revenue Solution Provider a distinguished player in

  15. Slide 15: Consolidated Income Statement - Aeroflex Industries

    Consolidated Income Statement - Aeroflex Industries INR Cr. Quarterly Y-o-Y Performance Q-o-Q Performance Full Year Performance Particulars Q4 FY26 Q4 FY25 YoY (%) Q3 FY26 QoQ (%) FY26 FY25 YoY (%) Revenue from Operations 125.84 91.69 120.89 4.09% 441.94 376.23 Other Income 0.62 0.12 0.23 1.36 2.53

  16. Slide 16: Consolidated Income Statement - M.R. Organisation

    Consolidated Income Statement - M.R. Organisation INR Cr. Quarterly Y-o-Y Performance Q-o-Q Performance Full Year Performance Particulars Q4 FY26 Q4 FY25 YoY (%) Q3 FY26 QoQ (%) FY26 FY25 YoY (%) Revenue from Operations 34.51 22.63 32.44 114.97 77.37 Other Income 0.15 0.42 0.30 0.79 0.95 Total Incom

  17. Slide 17: Innovative Packaging – Aeroflex Neu Limited

    Innovative Packaging – Aeroflex Neu Limited (Formerly Sah Polymers Limited) Export Market Aeroflex Neu has successfully Strategic/Inorganic Growth expanded its market reach by Transactions exporting its products to Actively seeking/evaluating 3 0 + countries around the world. companies, in India and

  18. Slide 18: Consolidated Income Statement – Aeroflex Neu (Formerly Sah Polymers)

    Consolidated Income Statement – Aeroflex Neu (Formerly Sah Polymers) INR Cr. Quarterly Y-o-Y Performance Q-o-Q Performance Full Year Performance Particulars Q4 FY26 Q4 FY25 YoY (%) Q3 FY26 QoQ (%) FY26 FY25 YoY (%) Revenue from Operations 34.06 33.89 30.88 129.17 129.24 Other Income 1.49 0.85 0.41 5

  19. Slide 19: Startup Investments – Disciplined deployment. Proven returns.

    Startup Investments – Disciplined deployment. Proven returns. AEL employs defined processes and a professional team to conduct thorough research and due diligence, providing operational inputs and necessary bandwidth to manage the portfolio. Key Highlights Exits result in strong returns Pee Safe Pen

  20. Slide 20: Fintech & Lending – Aeroflex Finance Private Limited

    Fintech & Lending – Aeroflex Finance Private Limited Fintech& Lending Aeroflex Finance, a wholly owned subsidiary under the Aeroflex umbrella, operates as a Type-II non-deposit-taking Non-Banking Financial Company (NBFC), duly registered with the Reserve Bank of India (RBI). The company specializes

  21. Slide 21: Thank You

    Thank You More Information Click Here Click Here Click Here Click Here Aeroflex Enterprises Limited Click Here Click Here Click Here Aeroflex-Enterprises-Limited Click Here investor.relations@satgroup.in

Aeroflex Enterprises — Q4 FY26 Earnings Presentation on 6ix